Managed-user billing profile
Premium support bundle
142billable quantity
- Minimum 125 users
- Exclude shared mailboxes
- Map sites to agreement groups
Drives
Managed supportBackup seatsEndpoint security
Microsoft and Azure billing reconciliation for MSPs
Recover missed Microsoft and Azure revenue automatically
Sync 365 reconciles Microsoft 365 licences, Azure consumption, managed-user counts and custom recurring services with your PSA, so your MSP bills what it delivers without adding more billing admin.
Sync 365 reconciles Microsoft 365, Azure, managed-user and custom recurring billing with your PSA before invoices go out.
No credit card required. Built by an MSP for MSPs.
- Find missed licence adds, reactivations, SKU changes, proration, and Azure charges before invoicing.
- Turn the billable count your MSP actually uses into support, backup, antivirus, security, and other PSA agreement lines.
- Keep ConnectWise Manage, Autotask, or HaloPSA as the billing system of record.
No credit card required. Built by an MSP for MSPs. Book a demo for complex PSA billing workflows.
Billable count → the lines you bill
Source countMicrosoft 365 & managed users
Sync 365Billing profile + custom rules
Your PSASupport · backup · security lines
Minimums, exclusions, filters and mappings apply automatically — reviewed before anything posts.
Custom licence billing
Bill more than Microsoft licences
Basic licence sync copies a Microsoft count into the PSA. Sync 365 goes further: build the billable count your MSP actually uses, then apply that count to the recurring PSA agreement or contract lines that depend on it.
Billing source
Start with the right billing source
- Active managed users
- Filtered Microsoft licences
- Calculated custom licences
- Minimum billable users
- Department, site, or franchise rules
Generated PSA lines
Generate the PSA lines that depend on it
- Managed support
- Microsoft 365 backup
- Antivirus or EDR
- Web filtering
- Security tools
- Custom recurring services
Aligned invoice destination
Keep the invoice aligned
- ConnectWise Manage agreement lines
- Autotask contract services
- HaloPSA recurring billing workflows
- Customer-specific rules
- Reviewable quantity changes
10 billable managed users can drive 10 managed support seats, 10 Microsoft 365 backup seats, 10 antivirus seats, 10 web filtering seats, and the customer minimums or split-billing rules that apply to that agreement.
Where Microsoft billing leaks
Basic licence sync is not enough for MSP billing
A licence count is useful, but it is not the same as the invoice your PSA is about to create. Sync 365 applies the billing logic in between: proration, minimums, exclusions, Azure markup, custom recurring services, and PSA agreement rules.
!Reactivated Microsoft 365 users with Microsoft cost but no updated PSA agreement line
!SKU changes and proration that need reviewable quantities and explainable adjustments
!Azure consumption and markup that move every month
!Managed-user service lines drifting away from real support, backup and security counts
!Customer-specific minimums, excluded users, departments, sites and billing rules hidden in spreadsheets
!Invoice queries because source counts, rules and PSA records do not line up
Choose your billing workflow
One reconciliation layer for the recurring lines MSPs actually bill
Microsoft 365 licence reconciliation
Find licence adds, removals, reactivations, SKU changes, NCE changes and agreement quantity drift before invoice time.
Read the page →Azure consumption billing
Bring Azure consumption, markup, approvals and billing profiles into a controlled month-end workflow.
Read the page →Managed-user billing
Align support, backup, antivirus, web filtering and user-based recurring services with the users your MSP manages.
Read the page →Custom licence billing
Use filtered counts, calculated custom licences, minimums, exclusions, departments, sites and customer-specific logic to update related PSA lines.
Read the page →How Sync 365 works
Connect your billing sources, map the rules, review the changes
Sync 365 compares source counts and billing rules against supported PSA agreement or contract records, then highlights the changes that matter before supported PSA records are updated.
Source data
Business Premium146Microsoft licences
Managed users142Billable support count
Azure usage£3.8kConsumption to reconcile
Rules matched
Finance/admin scan
Month-close review queue
12 PSA lines readyMapped from Microsoft and managed-user counts
3 need reviewMinimum quantity or exclusion changed
1 leakage riskReactivated licence not on agreement
PSA agreement output
PSA remains source of recordManaged supportAgreement A · recurring service
Current137
Recommended142
Ready to postEndpoint securityAgreement A · custom licence
Current125
Recommended142
ReviewBackup seatsAgreement B · recurring service
Current142
Recommended142
MatchedMonth-end workflow
Connect, map, reconcile, review and post
1
Connect
Connect Microsoft 365, Azure billing data, managed-user sources, and your PSA billing records.
2
Map
Build billing profiles for each customer, including Microsoft SKUs, Azure markup, managed-user logic, minimums, exclusions, filters, and custom recurring services.
3
Reconcile
Compare source counts and billing rules against supported PSA agreement or contract records, then highlight the changes that matter.
4
Review and post
Approve billing changes before supported PSA records are updated, so the PSA remains the billing system of record.
Who it's for
Built for the people who own the numbers
The Finance Ninja
Finance and billing teams
Close the month with invoice data you can explain across Microsoft licences, Azure, managed users and recurring services.
See the finance workflow →
The Smooth Operator
MSP operations managers
Connect and map customer billing rules once, then let automation handle the repeat work.
See the operations workflow →
The Big Boss
MSP owners and leaders
See where delivered licences and services drift from what the PSA is set to bill.
See recurring revenue control →Why MSPs choose Sync 365
Built for billing reconciliation, not just catalogue sync
Generic sync tools can move a count. Sync 365 is built for the Microsoft CSP billing layer, custom recurring billing, Azure consumption, managed-user services, and PSA agreement logic.
Workflow need
Sync 365
Basic sync, spreadsheets or scripts
Microsoft-specific licence reconciliation
Built for CSP billing
Often simple count mirroring
Custom licence billing
Rules, filters, minimums and splits
Usually spreadsheet-heavy
One count → many PSA lines
✓
Manual checks
Azure and managed-user billing
Part of the billing layer
Often separate manual work
Review before PSA updates
Built around review queues
Often after-the-fact checking
Companies that trust us
Trusted by MSP teams keeping recurring billing aligned
MSPs using Sync 365
Find missed revenue, reduce billing admin, trust the numbers
★★★★★
“In the first week using Sync 365, we discovered over $600/month we weren't billing our customers. This is worth every cent.”
Anthony B.Technical Services Manager
★★★★★
“It just works. When our requirements change they implement quickly. It saves us an unmentionable amount of hours each week and we're more profitable than ever.”
Paul M.Director, GP Support
★★★★★
“So simple and it just works. Sync 365 made billing sync feel easier to manage and easier to trust.”
Matt SpainCEO, Go Custom Cloud
★★★★★
“After hours fighting billing sync issues, Sync 365 took a few hours to set up and has worked smoothly since. Support is phenomenal — a no-brainer.”
Mike G.CEO, c-Forward
★★★★★
“Sync 365 made our billing faster, more accurate and much easier to trust. It cut invoice queries and turned a manual process into something repeatable.”
Chris F.Operations Director, Cleva Group
Simple pricing
Recover more than Sync 365 costs
Start with a 30-day free trial. Use Sync 365 to find billing drift across Microsoft 365, Azure, managed-user services, and custom recurring lines, then scale by customer count as your billing workflow grows.
Everything included
Free for 30 days
- Microsoft 365 licence reconciliation
- Azure consumption billing
- Managed-user billing
- Custom recurring billing rules
- Supported PSA billing workflows
- Multi-currency billing support
Before you start
Questions MSPs ask
Does Sync 365 replace my PSA invoicing?
No. Your PSA remains the billing system of record. Sync 365 reconciles counts, rules and billing changes, then updates supported PSA records after review.
Which PSAs does Sync 365 support?
Sync 365 supports PSA billing workflows across ConnectWise Manage, Autotask, and HaloPSA. Exact behaviour depends on PSA configuration and the agreement or contract records you want to update.
Is Sync 365 just Microsoft licence sync?
No. Licence sync is one use case. Sync 365 also supports Azure consumption billing, managed-user billing, custom recurring billing rules, minimums, exclusions, filters and one-count-to-many-line workflows.
Should I book a demo or start a trial?
The full trial includes Microsoft licence reconciliation, Azure billing, managed-user billing, custom recurring workflows and contact sync. Book a demo for a guided tour and more advanced guidance on department or site splits, minimums, or PSA-specific rules—before or during your trial.
What does one count drives many PSA lines mean?
It means the billable count your MSP actually uses, such as active managed users or a filtered Microsoft licence group, can update several related PSA agreement lines such as support, backup, antivirus, web filtering and security tools.
Billing workflow demo
Find missed billing in your own PSA
Use a demo to compare what you support with what your PSA is set to bill.Bring your Microsoft licence, Azure consumption, managed-user, and recurring-service billing rules into a demo. We’ll compare them with your PSA agreement quantities, show where drift appears, and outline how Sync 365 would help keep the right lines aligned.